kerbob
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Thanks for the great support! Very helpful!
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Betterment is the payer. According to their web site:"We cannot make changes to Box 2a of the 1099-R. It is the customer’s responsibility to determine the appro...
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I put 5500 from my savings in Jan 2018. Withdrew it in Dec of same year when I realized I was not eligible due to income. I withdrew 5395.17 (it lost money duri...
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Activity Feed for kerbob
- Posted Thanks for the great support! Very helpful! on Retirement tax questions. June 6, 2019 2:19 AM
- Posted Betterment is the payer. According to their web site: "We... on Retirement tax questions. June 3, 2019 10:45 AM
- Posted I put 5500 from my savings in Jan 2018. Withdrew it in De... on Retirement tax questions. June 3, 2019 10:45 AM
- Posted Box 7: J8. IRA/SEP/SIMPLE: NO on Retirement tax questions. June 3, 2019 10:45 AM
- Posted Withdrew excess contrib from Roth IRA funded from savings. 1099-R form I have shows box 1 and 2a the same. I should not be taxed on what I paid to put in. Do I need 8606? on Retirement tax questions. June 3, 2019 10:45 AM